Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	88	16.00	17.07	16.18
Previous Quarter	96	17.00	17.08	18.07

Institutional Ownership Counts

The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.

Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Current Quarter	0	29	12	1	6	4
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	0	2	6	1	4	1
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Past Week	0	0	0	0	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Past Week	0	0	0	0	0	0

BlackRock and Vanguard Ownership Stats

BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.

	BlackRock			Vanguard
Quarter	Shares	% Ownership	PPS	Shares	% Ownership	PPS
Current Quarter	0	0.00	0.00	0	0.00	0.00
Previous Quarter	0	0.00	0.00	0	0.00	0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name	Shares	PPS
Morgan Stanley	697,823	17.08
Bank Of America Corp /de/	345,064	17.08
Gradient Investments LLC	285,950	14.00
Cambridge Investment Research Advisors, Inc.	256,402	14.00
LPL Financial LLC	229,895	17.08
Cetera Advisor Networks LLC	138,403	17.08
Ausdal Financial Partners, Inc.	127,537	17.08
Adams Wealth Management	102,131	14.00
Legacy Capital Wealth Partners, LLC	90,200	17.08
Advisor Group Holdings, Inc.	70,400	16.83
Susquehanna International Group, Llp	63,362	17.08
Tower Research Capital LLC (TRC)	58,929	17.09
HAP Trading, LLC	58,757	17.09
Goldman Sachs Group Inc	56,920	17.08
Royal Bank Of Canada	49,174	17.08
Mml Investors Services, Llc	43,878	17.07
Advisory Services Network, LLC	42,372	17.09
Van Eck Associates Corp	38,366	17.07
RAAX - VanEck Vectors Real Asset Allocation ETF	36,654	17.08
Wedbush Securities Inc	36,631	14.00

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name	Shares	PPS
Morgan Stanley	697,823	17.08
Bank Of America Corp /de/	345,064	17.08
Gradient Investments LLC	286,158	17.08
LPL Financial LLC	229,895	17.08
Cetera Advisor Networks LLC	138,403	17.08
Ausdal Financial Partners, Inc.	127,537	17.08
Adams Wealth Management	95,599	17.08
Legacy Capital Wealth Partners, LLC	90,200	17.08
Aaron Wealth Advisors LLC	85,400	58.55
Advisor Group Holdings, Inc.	70,400	16.83
Susquehanna International Group, Llp	63,362	17.08
Tower Research Capital LLC (TRC)	58,929	17.09
HAP Trading, LLC	58,757	17.09
Goldman Sachs Group Inc	56,920	17.08
Royal Bank Of Canada	49,174	17.08
Cambridge Investment Research Advisors, Inc.	46,308	17.08
Mml Investors Services, Llc	43,878	17.07
Advisory Services Network, LLC	42,372	17.09
Van Eck Associates Corp	38,366	17.07
RAAX - VanEck Vectors Real Asset Allocation ETF	36,654	17.08

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 29 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	85,400	58.55
Citadel Advisors Llc	30,900	17.09
Lbmc Investment Advisors, Llc	11,373	17.06
Brinker Capital Investments, LLC	10,550	17.06
Cutler Group LP	2,300	0.87
Advocacy Wealth Management Services, LLC	200	15.00
Change Path, LLC
Barclays Plc
WealthPLAN Partners, LLC
Lion Street Advisors, LLC
Capital Investment Advisory Services, LLC
Arkadios Wealth Advisors
IMC-Chicago, LLC
CoreCap Advisors, LLC
Cornerstone Wealth Group, LLC
Vontobel Holding Ltd.
Bard Financial Services, Inc.
Stratos Wealth Advisors, LLC
Albion Financial Group /ut
Archer Investment Corp
AdvisorNet Financial, Inc
Focused Wealth Management, Inc
Kingsview Wealth Management, LLC
Flow Traders U.s. Llc
Tompkins Financial Corp
St. James Investment Advisors, LLC
Proequities, Inc.
Bnp Paribas Arbitrage, Sa
Moors & Cabot, Inc.

Recent Quarter 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Gradient Investments LLC	285,950	14.00	286,158	17.08
Cambridge Investment Research Advisors, Inc.	256,402	14.00	46,308	17.08
Adams Wealth Management	102,131	14.00	95,599	17.08
Wedbush Securities Inc	36,631	14.00	16,100	17.08
All Season Financial Advisors, Inc.	31,465	14.02	31,134	17.09
Claybrook Capital, LLC	19,030	13.98	19,030	17.08
Gilman Hill Asset Management, LLC	17,500	14.00	17,500	17.09
RB Capital Management, LLC	15,374	13.98	15,275	17.09
PFG Advisors	10,647	13.99	13,064	17.07
First Heartland Consultants, Inc.	10,356	13.90	10,813	17.02
Investors Research Corp	5,258	14.07	5,258	17.12
Money Concepts Capital Corp	300	13.33	3,741	17.11

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	10,914	14.02	0

Recent Quarter 6 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	210,094	256,402	14.00	46,308	17.08	453.69
Wedbush Securities Inc	20,531	36,631	14.00	16,100	17.08	127.52
Truist Financial Corp	10,914	10,914	14.02	0		0.00
Adams Wealth Management	6,532	102,131	14.00	95,599	17.08	6.83
All Season Financial Advisors, Inc.	331	31,465	14.02	31,134	17.09	1.06
RB Capital Management, LLC	99	15,374	13.98	15,275	17.09	0.65

Recent Quarter 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	3,441	300	13.33	3,741	17.11	-91.98
PFG Advisors	2,417	10,647	13.99	13,064	17.07	-18.50
First Heartland Consultants, Inc.	457	10,356	13.90	10,813	17.02	-4.23
Gradient Investments LLC	208	285,950	14.00	286,158	17.08	-0.07

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Aaron Wealth Advisors LLC	85,400	58.55
Brinker Capital Investments, LLC	10,550	17.06

Past Week 6 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Adams Wealth Management	102,131	14.00	95,599	17.08
Wedbush Securities Inc	36,631	14.00	16,100	17.08
All Season Financial Advisors, Inc.	31,465	14.02	31,134	17.09
Claybrook Capital, LLC	19,030	13.98	19,030	17.08
Investors Research Corp	5,258	14.07	5,258	17.12
Money Concepts Capital Corp	300	13.33	3,741	17.11

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Truist Financial Corp	10,914	14.02	0

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Wedbush Securities Inc	20,531	36,631	14.00	16,100	17.08	127.52
Truist Financial Corp	10,914	10,914	14.02	0		0.00
Adams Wealth Management	6,532	102,131	14.00	95,599	17.08	6.83
All Season Financial Advisors, Inc.	331	31,465	14.02	31,134	17.09	1.06

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Money Concepts Capital Corp	3,441	300	13.33	3,741	17.11	-91.98

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name